New York, NY | Pittsford, NY | Manchester, MO | |
|---|---|---|---|
| Assets under management | $152.9M | $161.5M | $145.2M |
| Asset growth, last 2 years | +24% | +44% | +4% |
| Advisory staff | 3 | 3 | 5 |
| Individual clients | 47 | 281 | 242 |
| Assets per client | $3.3M | $575K | $600K |
| Clients per advisor | 16 | 94 | 48 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2016 | 2019 |
| Tools in their stack | 2 | 3 | – |
| People on Advicer.bio | 2 | 3 | 7 |
From each firm's latest Form ADV (Apr 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.